Sowell Financial Services’s Sonoco SON Stock Holding History

Sowell Financial Services’s Portfolio SON Stock Details SON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-389	Closed	-$27K	–	2394
2021 Q1	$27K	Sell	389 -16	-4%	-$976	﹤0.01%	1923
2020 Q4	$24K	Buy	405 +13	+3%	+$731	﹤0.01%	1664
2020 Q3	$20K	Sell	392 -11	-3%	-$582	﹤0.01%	1567
2020 Q2	$21K	Sell	403 -109	-21%	-$5.4K	﹤0.01%	1445
2020 Q1	$24K	Sell	512 -8,047	-94%	-$429K	﹤0.01%	1331
2019 Q4	$528K	Buy	8,559 +460	+6%	+$27.2K	0.04%	433
2019 Q3	$471K	Buy	+8,099	New	+$482K	0.04%	431

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return